BWP
Baldwin Wealth Partners’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,745
| Closed | -$122K | – | 758 |
|
|
2023
Q3 | $122K | Hold |
22,745
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $134K | Sell |
22,745
-3,234
| -12% | -$19.1K | 0.01% | 282 |
|
|
2023
Q1 | $127K | Sell |
25,979
-2,373
| -8% | -$11.6K | 0.01% | 292 |
|
|
2022
Q4 | $133K | Sell |
28,352
-2,108
| -7% | -$9.91K | 0.01% | 280 |
|
|
2022
Q3 | $157K | Hold |
30,460
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $130K | Sell |
30,460
-923
| -3% | -$3.94K | 0.02% | 228 |
|
|
2022
Q1 | $179K | Sell |
31,383
-3,165
| -9% | -$18.1K | 0.02% | 220 |
|
|
2021
Q4 | $130K | Buy |
34,548
+2,605
| +8% | +$9.8K | 0.01% | 236 |
|
|
2021
Q3 | $168K | Buy |
31,943
+4,601
| +17% | +$24.2K | 0.02% | 213 |
|
|
2021
Q2 | $164K | Sell |
27,342
-4,161
| -13% | -$25K | 0.02% | 218 |
|
|
2021
Q1 | $156K | Buy |
31,503
+1,333
| +4% | +$6.6K | 0.02% | 213 |
|
|
2020
Q4 | $184K | Buy |
30,170
+2,515
| +9% | +$15.3K | 0.02% | 183 |
|
|
2020
Q3 | $110K | Buy |
27,655
+9,645
| +54% | +$38.4K | 0.02% | 223 |
|
|
2020
Q2 | $84K | Buy |
18,010
+2,500
| +16% | +$11.7K | 0.01% | 238 |
|
|
2020
Q1 | $70K | Buy |
15,510
+2,695
| +21% | +$12.2K | 0.01% | 238 |
|
|
2019
Q4 | $117K | Buy |
12,815
+605
| +5% | +$5.52K | 0.02% | 220 |
|
|
2019
Q3 | $103K | Buy |
+12,210
| New | +$103K | 0.02% | 226 |
|